WILTON HISTORICAL SOCIETY INC (EIN 066038757) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1955

Legal Domicile

Principal Officer

Ellen Essman

Phone

2037627257

Tax Period

2024-10-01 to 2025-09-30

WILTON HISTORICAL SOCIETY INC, founded in 1955, is a small nonprofit in the Arts, Culture & Humanities sector that reported $409K in total revenue in fiscal year 2024. Expenses of $487K exceeded revenue, resulting in a 19% operating deficit.

Mission

TO MAINTAIN WHS' COLLECTION OF HISTORIC BUILDINGS. CARE AND CONSERVATION OF ANTIQUES & ARTIFACTS. EXHIBITS & EDUC PROGRAMS & EVENTS TO EDUCATE THE PUBLIC ON WILTON'S HISTORY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $121,037

Program Service Revenue $49,529

Investment Income $48,167

Other Revenue $190,690

TOTAL REVENUE $409,423

Expense Breakdown

Grants Paid $0

Salaries & Benefits $249,793

Fundraising Expenses $89,775

Program Expenses $334,260

Other Expenses $236,817

TOTAL EXPENSES $486,610

Year-over-Year Comparison

	2024	2023	Change
Revenue	$409,423	$429,716	0.0%
Expenses	$486,610	$479,265	+0.0%
Net Income	$-77,187	$-49,549	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mary Anne MEDOLA FRANCO	PRESIDENT	2.0	Officer Director	$0	$0	$0
Sabeth Albert	TRUSTEE	1.0	Director	$0	$0	$0
Pamela Aris	Trustee	1.0	Director	$0	$0	$0
John Barber	TRUSTEE	1.0	Director	$0	$0	$0
Virginia Benin	VP of Historic Collections	1.0	Officer Director	$0	$0	$0
Sara M Sclafani	Secretary	2.0	Officer Director	$0	$0	$0
KEVIN JCRAW DVM	VP Building & Grounds	2.0	Officer Director	$0	$0	$0
Steve Cafiero	TRUSTEE	1.0	Director	$0	$0	$0
Tom Carlson	TRUSTEE	1.0	Director	$0	$0	$0
William Earls	TRUSTEE	1.0	Director	$0	$0	$0
Colleen Fawcett	TRUSTEE	1.0	Director	$0	$0	$0
DOROTHY Jankowski	TRUSTEE	1.0	Director	$0	$0	$0
Cynthia Keating	TRUSTEE	1.0	Director	$0	$0	$0
Liz Lerch	TRUSTEE	1.0	Director	$0	$0	$0
Farah Masani	TRUSTEE	1.0	Director	$0	$0	$0
Amanda Mitchell	TRUSTEE	1.0	Director	$0	$0	$0
Sally Healy	1ST VICE PRESIDENT	2.0	Officer Director	$0	$0	$0
Barli Nugent	TRUSTEE	1.0	Director	$0	$0	$0
ELLEN ESSMAN	TREASURER	2.0	Officer Director	$0	$0	$0
Nancy Perrez	TRUSTEE	1.0	Director	$0	$0	$0
Steve Reedy	TRUSTEE	1.0	Director	$0	$0	$0
Greg Rodiger	VP OF FINANCE	1.0	Officer Director	$0	$0	$0
Sue Sherwood	VP OF COLLECTIONS	1.0	Officer Director	$0	$0	$0
Karen Tartell	TRUSTEE	1.0	Director	$0	$0	$0
CECI MAHER	TRUSTEE	1.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$409,423	$486,610	$4,456,132	$-77,187
2024	$429,716	$479,265	$4,319,599	$-49,549
2023	$330,474	$440,055	$3,997,323	$-109,581
2022	$387,190	$462,835	$3,914,692	$-75,645
2021	$418,787	$423,676	$4,358,767	$-4,889
2020	$442,779	$435,753	$4,088,714	$7,026
2019	$367,880	$446,856	$3,942,658	$-78,976
2018	$396,351	$576,237	$3,998,210	$-179,886

WILTON HISTORICAL SOCIETY INC